Documentation Index

Fetch the complete documentation index at: https://help.idibilling.com/llms.txt

Use this file to discover all available pages before exploring further.

IDI version 26.8 is now available.  Click here for details: IDI Updates.

Settings

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The Settings tab lets you customize the look and feel of the portal and grant or block subscribers’ access to certain functions.

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Account Lock Indicators

This governs subscriber access to account lock settings. It defaults to disabled, preventing subscriber access. Toggle the setting to enable access for subscribers that use this profile. To toggle, click (expand) the setting to display a check box labeled Account Locks Manageable by Subscribers. Check the box to enable access. Uncheck it to disable access.

For more on this, refer to the article on Account Lock Indicators for Port Out and SIM Changes in the IDI Knowledge Center.

Theme

This lets you set the theme color for buttons, tabs, and labels. The default is blue. You can change the theme color to gray. The preview on the right lets you see what your chosen theme color will look like.

Color

This lets you set the color for the browser top bar. It defaults based on your selected theme color. It can be customized by manually adjusting the color gradient and clicking a pixel in the box, or by using the controls at the bottom. The controls at the bottom  provide three options to type in the exact color:

  • Red/Green/Blue values

  • Hue/Saturation/Lightness values

  • Hex value

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If you change the color, the Reset button lets you revert back to the default color for your selected theme if necessary.

Browser Title

The browser title defaults to Customer Portal. You can customize the title by entering a new one in the text box.  If you change the title, the Reset button lets you revert back to original one.

Logos

Select custom logos for the log-in form, top bar, and favicon (browser icon on the top bar that represents the brand). See Selecting Logos below for details.

Currency

Set the currency symbol as appropriate for the market. It defaults to no symbol. You can specify a symbol as needed.

Default Bill Presentation

The drop-down menu lets you specify how bill charges are arranged: Charges by Service (default) or Charges by Category.

Contract Dates Display

This lets you choose to show or hide contract start/end dates. It defaults to hide dates.

Service Name

This lets you choose to make service names editable by subscribers. The default is to not let subscribers edit service names.

Paperless Billing

This lets you choose to show or hide paperless billing status for the account. If you choose to show the status (default), you can specify opt in and opt out messages, and choose to let or not let subscribers change their paperless billing status. If you choose to not show the status, the other options are hidden (not available).

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User Registration

This lets you choose whether or not to let subscribers self-register.

Force Single Sign-On

These options let administrators force subscribers to log in with OpenID Connect provider credentials.

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  • Force Single Sign-On: When enabled (checkbox checked), subscribers associated with this profile will be required to authenticate with OpenID Connect provider credentials. In this case, the IDI Customer Portal login page will not be available. The login mechanism will be according to the designated OpenID Connect provider as described in the How SSO Works section below.

  • SSO Help Text: Administrators can provide custom help text for subscribers if their profile enforces Single Sign-On.

Selecting Logos

Note: You’ll need to store logo images where you can browse to and select them as applicable during profile setup. Follow these sizing guidelines for logo images.

Logo

Max. Pixel Dimensions

Max. Size

Login

64 X 250

2 MB

Top Bar

64 X 175

2 MB

Favicon

Use a square image - 192 X 192 recommended

2 MB

Expanding the Logos option displays a dialog for selecting logos.

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Clicking on any Set … Logo button displays a form with logo specifications and a button to upload a new logo image.

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Clicking Upload New Logo displays a file explorer for browsing to the logo image.

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